Learn how to automate WhatsApp messages with quick reply buttons and call to action using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for WhatsApp Automation
To start automating WhatsApp messages, you need to access Pabbly Connect, which facilitates the integration between various applications. First, create an account on Pabbly Connect by visiting their website and signing up. Once you have your account, log in to access the dashboard and create a workflow.
Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Send WhatsApp Messages with Buttons from Google Sheets’), and then click ‘Create’. This initiates the automation process using Pabbly Connect.
2. Connecting Google Sheets to Pabbly Connect
In this step, you will connect your Google Sheets to Pabbly Connect to pull data for sending WhatsApp messages. Set Google Sheets as your trigger application and select the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheet, it will trigger the automation.
- Select the Google Sheets application in Pabbly Connect.
- Choose the trigger event as ‘New or Updated Spreadsheet Row’.
- Copy the Webhook URL provided by Pabbly Connect.
Next, go to your Google Sheets, click on Extensions, then Add-ons, and select Pabbly Connect Webhooks. Paste the Webhook URL and set the trigger column to the last data entry column (e.g., column C). This setup allows Pabbly Connect to monitor changes in your Google Sheets.
3. Sending WhatsApp Messages via Pabbly Connect
Now that your Google Sheets is connected, you can set up WhatsApp as the action application in Pabbly Connect. Choose ‘WhatsApp Cloud API’ as the action app and select ‘Send Template Message’ as the action event. This allows you to send messages with a predefined template.
To connect your WhatsApp Cloud API with Pabbly Connect, you need to provide the token, phone number ID, and WhatsApp business account ID. These can be obtained from the Facebook developers’ portal where you created your WhatsApp application.
- Generate a permanent token from your WhatsApp Cloud API settings.
- Copy and paste the phone number ID and WhatsApp business account ID into Pabbly Connect.
- Click on Save to establish the connection.
Once connected, you can select your message template that includes quick reply buttons. This is done by mapping the variables from your Google Sheets data into the WhatsApp message template.
4. Creating WhatsApp Message Templates with Call to Action
To effectively send WhatsApp messages, you need to create a message template that includes quick reply buttons. In your WhatsApp Cloud API account, navigate to the templates section and create a new template. Ensure that your template is approved before using it in Pabbly Connect.
Your template should include variables for personalization, such as the recipient’s name. For instance, a message could read: ‘Hello {name}, we have a special offer for you!’ You can also add buttons for actions like ‘Contact Us’ or ‘Visit Website’.
Select the ‘Marketing’ category for your template. Add two buttons: one for contacting and one for visiting the website. Ensure the buttons are linked correctly to the intended actions.
After creating the template, return to Pabbly Connect and select your new template. Map the necessary fields, such as the recipient’s phone number and the message body, to ensure the message is sent correctly.
5. Automating the Process with Pabbly Connect
With everything set up, you can now automate the process of sending WhatsApp messages. In Pabbly Connect, click on the ‘Send All Data’ button to initiate sending messages to all leads in your Google Sheets. This feature allows you to send messages in bulk without manual intervention.
As each message is sent, the recipient will receive a personalized WhatsApp message along with the quick reply buttons you configured. This automation not only saves time but also enhances customer engagement by providing immediate action options.
To finalize the automation, ensure that your Google Sheet contains the correct phone numbers formatted with the country code but without the plus sign. Once you test the workflow, you will see the messages being sent out as expected.
Conclusion
Using Pabbly Connect to automate WhatsApp messages with quick reply buttons allows businesses to enhance their communication strategies effectively. By following this tutorial, you can seamlessly integrate Google Sheets and WhatsApp to engage with your leads efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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